Team Financial Group’s Walmart Inc WMT Stock Holding History

Team Financial Group’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-484	Closed	-$60.1K	–	257
2026 Q1	$60.1K	Buy	484 +1	+0.2%	+$123	0.03%	100
2025 Q4	$53.8K	Hold	483	–	–	0.02%	100
2025 Q3	$49.8K	Buy	483 +1	+0.2%	+$100	0.02%	95
2025 Q2	$47.1K	Buy	+482	New	+$45.9K	0.02%	90
2024 Q1	–	Sell	-327	Closed	-$17.2K	–	215
2023 Q4	$17.2K	Buy	327 +105	+47%	+$5.56K	0.01%	98
2023 Q3	$11.8K	Buy	+222	New	+$11.8K	0.01%	109

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Team Financial Group's WMT Position: Q2 2026 in Review

Team Financial Group sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 484 shares — an estimated $60.1K sold.

Team Financial Group first reported a position in WMT in Q3 2023 and held it in 6 quarters. The position peaked at $60.1K in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Team Financial Group reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
Team Financial Group sold 484 Walmart Inc shares in Q2 2026, an estimated $60.1K.
Team Financial Group first reported a position in Walmart Inc in Q3 2023 and held it in 6 quarters.
Team Financial Group's Walmart Inc position peaked at $60.1K in Q1 2026.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.